Crystal Reports Intro / Intermediate Training

Duration: One Day

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Complete the form and let us know your preferred training date. Our team will contact you to discuss your requirements and arrange a suitable course schedule.

Whether you're booking for yourself or a team, we'll work with you to find a convenient training date.

Prefer to get in touch directly? You can also email us at forrest@forresttraining.com.au, and we'll be happy to assist you.

Target Audience & Purpose

Crystal Reports Introduction is for people new to report design using Crystal Reports, and for self-taught users to enhance their knowledge. It is a pre-requisite for the Advanced course.

Objectives

By the end of this course participants should be able to:

Plan, create, format and distribute a report
Organise data on a report
Select records
Apply section formatting
Create basic formulas
Apply conditional reporting
Present data visually

Course Inclusions

Comprehensive learning materials incl. exercise files
Post course telephone support
‘Certificate of Attendance’ on completion of course

Course Prerequisites

Participants should already:

Be competent in using a mouse and keyboard
Have an understanding of Windows
Have basic database concepts

Crystal Reports Intro / Intermediate – Course Outline

Getting Started

Planning a report
Understanding the Crystal Reports Environment-Design Tab, Toolbars, Preview Tab
Connecting to the data source – using the Database Expert
Placing objects on the report using the Field Explorer
Report Titles using Summary Info & Text Box
Previewing & saving reports
Modifying reports – Resizing fields, Arranging Fields, Field Alignment

Organizing Records

Sorting
Record selection including:
- Understanding the Select Expert Features
- Determining the record selection criteria
- Applying record selection on string, number & date fields
- Using multiple section criteria
- Modifying record selection with the formula editor

Grouping including:

Creating groups with different data types
Modifying groups
Nested Groups
Specified groups

Summarizing including:

Inserting summaries for different data types
Creating percentage summaries
Inserting Grand Totals
Using the Group Sort Expert

Formatting including:

Using the Format Editor
Formatting String Fields
Formatting Number Fields
Formatting Date Fields
Adding Lines & Boxes

Formatting

Using section expert features to format sections
Creating summary reports

Formulas & Functions

Formula basics including:
- Formula Components & Syntax
- Using the Formula Workshop
- Creating basic formulas

Modifying formulas

Editing formulas
Deleting formulas

Functions including:

Basic Calculations using summary functions
String Manipulation
Basic Date Functions
Boolean Formulas
Applying If Then Else formulas
Using Nested if then else statements